Actions toolbox

The real power of Process Manager is accessed via an extensive set of customizable tools referred to as Actions.

Actions are the building blocks you will use to design processes, initiate the necessary interactions between systems and participants, identify and resolve dependencies, and move processes toward completion. The right combination of actions will result in increased efficiencies in your business processes, help to insure effective communication between workflow participants, and enable detailed auditing and reporting for each workflow instance.

Process Designer's default configuration includes several logical groupings of workflow actions. These actions are accessed from the Actions Toolbox on the right side of the Process Designer interface. You can create new Actions groups, and then rename and move actions between groups. In this way, you can organize your Actions toolbox according to what works best for your environment.

Once an action has been included on a workflow canvas, you can copy the action and its attributes between open canvasses on your Process Designer desktop. This makes it easy to reuse actions and retain their properties when defining new workflows.

To create a new Actions group
  1. Right-click anywhere in the Actions toolbox and select New group. The new group appears at the bottom of the Actions toolbox.
  2. Type a name for the group and press Enter. The new group is re-sorted in the toolbox, in alphabetical order.
To rename an Actions group
  1. Right-click the group and select Rename.
  2. Type the new group name and press Enter. The renamed group is re-sorted in the toolbox, in alphabetical order.

To move an action to a different Toolbox group, simply drag and drop it in the new group .

To copy an action to another workflow canvas
  1. Make sure both canvasses are open on your desktop.
  2. Click to select the action you want to copy. A green frame outlines the action's icon.
  3. Right-click the action and select Copy.
  4. Click the tab for the workflow canvas you want to copy the action to.
  5. Right-click on the canvas and select Paste. The action and all of its attributes are copied to the new workflow.

For more information, see "Designing processes".